Broker Check

DBT Negotiation Initiative is Catching On

| May 17, 2019
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As part of our ongoing quest to help people to use their money to have the lives they want, last year we hosted our Money + Mindset event to teach women how to negotiate.  The idea was to combat the current 3-4 decade outlook of wage inequality by teaching women to ask for higher salaries and opportunities.  The idea that a wealth manager would teach these skills as part of a thoughtful financial planning process is unique and has caught broader attention.  I recently presented the concept at a national conference for female financial advisors, and was subsequently interviewed by Financial Planning magazine about why this is a focus of our firm.  Here are links to both the article and the video. Please feel free to share this with anyone you know that has an opportunity to negotiate their salary.

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